Southern Capital Advisors
Latest statistics and disclosures from Southern Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IUSV, IVV, IJR, IEFA, IWP, and represent 53.63% of Southern Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: IEFA, IUSV, VUG, IJR, IVV, VGT, IWP, INTC, ROK, IEMG.
- Started 6 new stock positions in VIG, INTC, CSCO, ROK, TFLO, XLK.
- Reduced shares in these 10 stocks: IYE, SYK, GE, AAPL, INTU, NOC, FTEC, MCD, , META.
- Sold out of its positions in T, GE, INTU, IYE, MCD, NOC, SYK.
- Southern Capital Advisors was a net buyer of stock by $4.5M.
- Southern Capital Advisors has $240M in assets under management (AUM), dropping by 12.11%.
- Central Index Key (CIK): 0001909249
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Portfolio Holdings for Southern Capital Advisors
Southern Capital Advisors holds 84 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Us Vlu (IUSV) | 14.3 | $34M | +5% | 311k | 110.15 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 12.9 | $31M | +3% | 41k | 748.89 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 10.6 | $25M | +4% | 171k | 148.31 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 9.3 | $22M | +8% | 230k | 96.58 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 6.6 | $16M | +7% | 107k | 146.41 |
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| United Parcel Svcs CL B (UPS) | 4.1 | $9.8M | 92k | 107.50 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 3.8 | $9.1M | -2% | 32k | 285.58 |
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| Ishares Tr Us Industrials (IYJ) | 3.1 | $7.3M | 44k | 166.65 |
|
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| Ishares Core Msci Emkt (IEMG) | 2.9 | $7.0M | +3% | 84k | 82.84 |
|
| Ishares Tr Ishares Biotech (IBB) | 2.3 | $5.5M | +2% | 29k | 190.19 |
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| Apple (AAPL) | 2.3 | $5.5M | -8% | 19k | 289.37 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 2.1 | $5.0M | 72k | 69.48 |
|
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.0 | $4.7M | 21k | 227.06 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.9 | $4.6M | 34k | 137.53 |
|
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| Fidelity Covington Trust Consmr Staples (FSTA) | 1.4 | $3.4M | +2% | 65k | 52.54 |
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| Procter & Gamble Company (PG) | 1.4 | $3.4M | 23k | 146.64 |
|
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| Ishares Tr Us Consum Discre (IYC) | 1.3 | $3.2M | 32k | 101.10 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 1.2 | $2.9M | 9.6k | 300.45 |
|
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $2.2M | 20k | 110.32 |
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| AFLAC Incorporated (AFL) | 0.9 | $2.1M | 18k | 117.25 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $2.1M | +504% | 24k | 86.14 |
|
| Microsoft Corporation (MSFT) | 0.7 | $1.7M | 4.5k | 373.03 |
|
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.6 | $1.5M | +5% | 14k | 102.84 |
|
| Blackrock (BLK) | 0.6 | $1.4M | 1.5k | 961.71 |
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| NVIDIA Corporation (NVDA) | 0.6 | $1.3M | 6.6k | 200.10 |
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| Vanguard World Inf Tech Etf (VGT) | 0.5 | $1.3M | +705% | 11k | 119.52 |
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| Amazon (AMZN) | 0.5 | $1.2M | 5.0k | 238.33 |
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| Wal-Mart Stores (WMT) | 0.4 | $1.0M | 9.0k | 113.26 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $823k | 6.0k | 136.73 |
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| Merck & Co (MRK) | 0.3 | $766k | 6.0k | 128.50 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $726k | 2.2k | 327.38 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $712k | 5.6k | 127.52 |
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| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.3 | $710k | +9% | 14k | 52.68 |
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| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.3 | $707k | +10% | 18k | 38.58 |
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| Innovator Etfs Trust Power Buffer Set (PSTP) | 0.3 | $706k | +10% | 19k | 36.78 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.3 | $706k | 9.1k | 77.25 |
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| Boeing Company (BA) | 0.3 | $689k | 3.2k | 216.47 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $688k | 1.9k | 353.29 |
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| Ishares Tr Us Br Del Se Etf (IAI) | 0.3 | $686k | 3.9k | 175.31 |
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| Direxion Shares Etf Trust Dly Googl Bul 2x (GGLL) | 0.3 | $685k | 6.0k | 113.70 |
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| Oracle Corporation (ORCL) | 0.3 | $654k | 4.5k | 146.54 |
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| Ge Vernova (GEV) | 0.3 | $643k | +9% | 548.00 | 1174.12 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $641k | 1.0k | 640.69 |
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| First Horizon National Corporation (FHN) | 0.2 | $550k | 21k | 25.64 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $489k | 2.6k | 189.74 |
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| Tractor Supply Company (TSCO) | 0.2 | $484k | 15k | 31.61 |
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| International Business Machines (IBM) | 0.2 | $477k | 1.7k | 281.27 |
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| Home Depot (HD) | 0.2 | $474k | 1.3k | 352.57 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $472k | +25% | 632.00 | 746.45 |
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| Johnson & Johnson (JNJ) | 0.2 | $470k | 1.9k | 254.01 |
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| Amgen (AMGN) | 0.2 | $423k | 1.2k | 362.12 |
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| Lowe's Companies (LOW) | 0.2 | $395k | 1.8k | 220.44 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.2 | $390k | 4.0k | 96.46 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $384k | +19% | 2.3k | 164.27 |
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| Kraft Heinz (KHC) | 0.2 | $366k | 16k | 23.62 |
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| Regions Financial Corporation (RF) | 0.2 | $365k | -2% | 12k | 30.20 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $352k | 956.00 | 368.38 |
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| Bank of America Corporation (BAC) | 0.1 | $349k | 6.1k | 56.98 |
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| Kinder Morgan (KMI) | 0.1 | $345k | 11k | 31.97 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $325k | +2% | 1.1k | 303.15 |
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| AutoZone (AZO) | 0.1 | $320k | 100.00 | 3195.94 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $316k | +314% | 3.9k | 80.57 |
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| Meta Platforms Cl A (META) | 0.1 | $308k | -23% | 547.00 | 563.29 |
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| Abbvie (ABBV) | 0.1 | $305k | 1.2k | 251.71 |
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| Chevron Corporation (CVX) | 0.1 | $303k | 1.8k | 165.76 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $302k | 5.0k | 60.29 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $300k | 600.00 | 500.39 |
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| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.1 | $298k | 1.7k | 179.50 |
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| Intel Corporation (INTC) | 0.1 | $296k | NEW | 2.1k | 139.63 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $286k | 801.00 | 357.17 |
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| Flagstar Bank National Assoc Com New (FLG) | 0.1 | $279k | 19k | 14.94 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $278k | 700.00 | 397.68 |
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| Rockwell Automation (ROK) | 0.1 | $266k | NEW | 537.00 | 495.08 |
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| Tesla Motors (TSLA) | 0.1 | $247k | 586.00 | 420.83 |
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| Coca-Cola Company (KO) | 0.1 | $245k | 3.0k | 81.27 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $245k | 6.4k | 38.23 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $241k | 3.1k | 77.11 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $235k | NEW | 992.00 | 236.68 |
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| Cisco Systems (CSCO) | 0.1 | $233k | NEW | 2.0k | 117.46 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $218k | 4.1k | 52.76 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $213k | NEW | 1.1k | 190.47 |
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| Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) | 0.1 | $211k | -2% | 4.2k | 50.13 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $211k | NEW | 4.2k | 50.63 |
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| Transocean Registered Shs (RIG) | 0.0 | $64k | 13k | 4.89 |
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Past Filings by Southern Capital Advisors
SEC 13F filings are viewable for Southern Capital Advisors going back to 2021
- Southern Capital Advisors 2026 Q2 filed July 14, 2026
- Southern Capital Advisors 2026 Q1 filed April 16, 2026
- Southern Capital Advisors 2025 Q4 filed Jan. 28, 2026
- Southern Capital Advisors 2025 Q3 filed Nov. 4, 2025
- Southern Capital Advisors 2025 Q2 filed July 16, 2025
- Southern Capital Advisors 2025 Q1 filed April 23, 2025
- Southern Capital Advisors 2024 Q4 filed Jan. 23, 2025
- Southern Capital Advisors 2024 Q3 filed Oct. 24, 2024
- Southern Capital Advisors 2024 Q2 filed July 25, 2024
- Southern Capital Advisors 2024 Q1 filed May 3, 2024
- Southern Capital Advisors 2023 Q4 filed Jan. 22, 2024
- Southern Capital Advisors 2023 Q3 filed Oct. 31, 2023
- Southern Capital Advisors 2023 Q2 filed Aug. 3, 2023
- Southern Capital Advisors 2023 Q1 filed April 27, 2023
- Southern Capital Advisors 2022 Q4 filed Jan. 20, 2023
- Southern Capital Advisors 2022 Q3 filed Oct. 20, 2022